Green360 Technologies (GT3) Investor Presentation summary

Market opportunity and industry context

• Global cement and concrete markets are massive, with cement production at 4 billion tonnes annually and expected to reach 5 billion tonnes in the next decade, outpacing other major commodities.

• Cement is the second most consumed resource globally after water, with the concrete market forecasted to reach $972 billion by 2030.

• Cement production is responsible for 3.2 billion tonnes of CO2 emissions annually, representing 8% of global emissions.

• Australian government regulations require year-on-year emissions reductions in cement and concrete industries, creating urgent demand for low-carbon alternatives.

• Domestic supply constraints in Australia have led to increased imports of cement clinker, highlighting the need for local, sustainable solutions.

Low-carbon cement technology and commercialisation

• Low-carbon cement formulations use industrial by-products and calcined kaolin, significantly reducing CO2 emissions compared to traditional cement.

• The process repurposes industrial waste, such as nickel slag, and incorporates kaolin to enhance concrete performance.

• Green360 has entered a cooperation agreement with PT Huadi in Indonesia to commercialise low-carbon cement using nickel slag.

• Five low-carbon cement formulations have been optimised and tested in partnership with PERMAcast, a leading precast concrete supplier.

• Concrete blocks made with low-carbon cement have exceeded strength requirements in government projects, validating the technology.

Revenue generation and kaolin operations

• Kaolin assets provide immediate revenue, with $13.3 million generated in FY25 from the Pittong operation, which has a multi-decade mine life and capacity for expansion.

• Kaolin is a key input in low-carbon cement, supporting vertical integration and further facility growth.

• Established customer base includes major paint, pharmaceutical, and construction brands.

• Metakaolin, a base ingredient, is being trialed in major Victorian infrastructure projects, with agreements in place to scale up supply.

• Diverse customer base spans concrete producers, governments, mining companies, and industrial manufacturers.